Silvant Capital Management LLC Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$2.1B

Holdings

307

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
MSFTMICROSOFT CORP
$237.1M
NVDANVIDIA CORPORATION
$199.7M
AAPLAPPLE INC
$175.3M
AMZNAMAZON COM INC
$129.0M
METAMETA PLATFORMS INC
$77.0M
LLYELI LILLY & CO
$76.7M
GOOGLALPHABET INC
$63.1M
VVISA INC
$61.1M
GOOGALPHABET INC
$51.7M
FICOFAIR ISAAC CORP
$49.2M
UNHUNITEDHEALTH GROUP INC
$41.9M
RCLROYAL CARIBBEAN GROUP
$39.8M
DC4DEXCOM INC
$36.4M
CRMSALESFORCE INC
$35.7M
EWEDWARDS LIFESCIENCES CORP
$35.6M
AMATAPPLIED MATLS INC
$34.5M
ISRGINTUITIVE SURGICAL INC
$30.3M
VMCVULCAN MATLS CO
$26.1M
ADSKAUTODESK INC
$25.3M
BABOEING CO
$23.4M
GEGENERAL ELECTRIC CO
$21.2M
HONHONEYWELL INTL INC
$21.1M
WDAYWORKDAY INC
$18.5M
LVSLAS VEGAS SANDS CORP
$17.4M
TSLATESLA INC
$16.1M
ASMLASML HOLDING N V
$15.2M
ABGCENCORA INC
$12.4M
MAMASTERCARD INCORPORATED
$12.2M
COSTCOSTCO WHSL CORP NEW
$11.7M
APOAPOLLO GLOBAL MGMT INC
$11.3M
TTDTHE TRADE DESK INC
$10.6M
ARMARM HOLDINGS PLC
$10.0M
FERGFERGUSON PLC NEW
$9.9M
PANWPALO ALTO NETWORKS INC
$9.1M
LRCXEURLAM RESEARCH CORP
$8.7M
PWRQUANTA SVCS INC
$8.7M
IDXXIDEXX LABS INC
$8.4M
TTTRANE TECHNOLOGIES PLC
$8.3M
WABWABTEC
$8.2M
SPGIS&P GLOBAL INC
$8.1M
MPWRMONOLITHIC PWR SYS INC
$7.8M
MSCIMSCI INC
$7.6M
ORLYOREILLY AUTOMOTIVE INC
$7.4M
URIUNITED RENTALS INC
$7.1M
AMEAMETEK INC
$7.1M
TJXTJX COS INC NEW
$6.9M
THCTENET HEALTHCARE CORP
$6.6M
VRTVERTIV HOLDINGS CO
$6.4M
ROKROCKWELL AUTOMATION INC
$6.3M
JPMJPMORGAN CHASE & CO
$6.3M
HUBSHUBSPOT INC
$6.3M
AJGGALLAGHER ARTHUR J & CO
$6.2M
ROPROPER TECHNOLOGIES INC
$6.1M
DDOGDATADOG INC
$6.0M
VLOVALERO ENERGY CORP
$5.9M
ENQENTEGRIS INC
$5.9M
DPZDOMINOS PIZZA INC
$5.7M
WINGWINGSTOP INC
$5.7M
AXPAMERICAN EXPRESS CO
$5.7M
DKNGDRAFTKINGS INC NEW
$5.6M
COOCOOPER COS INC
$5.3M
BSXBOSTON SCIENTIFIC CORP
$5.3M
LULULULULEMON ATHLETICA INC
$5.3M
TELTE CONNECTIVITY LTD
$5.2M
MCKMCKESSON CORP
$5.1M
RSGREPUBLIC SVCS INC
$5.0M
WMTWALMART INC
$4.8M
FANGDIAMONDBACK ENERGY INC
$4.6M
UNPUNION PAC CORP
$4.6M
HXLHEXCEL CORP NEW
$4.5M
DHID R HORTON INC
$4.4M
BACBANK AMERICA CORP
$4.3M
WSTWEST PHARMACEUTICAL SVSC INC
$4.3M
PLTRPALANTIR TECHNOLOGIES INC
$4.2M
MCDMCDONALDS CORP
$4.1M
MRKMERCK & CO INC
$4.0M
BKNGBOOKING HOLDINGS INC
$3.8M
LSCCLATTICE SEMICONDUCTOR CORP
$3.8M
QCOMQUALCOMM INC
$3.8M
AXONAXON ENTERPRISE INC
$3.8M
ADBEADOBE INC
$3.7M
HDHOME DEPOT INC
$3.6M
FITBFIFTH THIRD BANCORP
$3.6M
TMOTHERMO FISHER SCIENTIFIC INC
$3.6M
CMGCHIPOTLE MEXICAN GRILL INC
$3.6M
EXPEEXPEDIA GROUP INC
$3.5M
UBERUBER TECHNOLOGIES INC
$3.5M
POOLPOOL CORP
$3.4M
ADIANALOG DEVICES INC
$3.4M
SPYSPDR S&P 500 ETF TR
$3.4M
ETNEATON CORP PLC
$3.4M
LPLALPL FINL HLDGS INC
$3.4M
CITHE CIGNA GROUP
$3.3M
CELHCELSIUS HLDGS INC
$3.3M
ORCLORACLE CORP
$3.2M
ZSZSCALER INC
$3.2M
MTDMETTLER TOLEDO INTERNATIONAL
$3.1M
ULTAULTA BEAUTY INC
$3.0M
GTLSCHART INDS INC
$3.0M
IBMINTERNATIONAL BUSINESS MACHS
$2.9M
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